On August 18th we made a short call for Vinfast Blink - Fast - Short.
We are still seeing this play out in real time. Rubber in avatar world of memetic warfare is meeting the road of real world fundamentals. CRASH!
Intervention
Watch out for the deals made after Biden’s visit to Vietnam on September 10th. Possible speed bumps to slow down the inevitable declines.
Dump Truck
Through holdings structures and taking advantage of short-swing profit rule exemptions (normally six months), insiders may have already switched out their shareholdings before any reporting will be filed.
Road Show
Between 20-22 September, Peter will be in Venice, Italy to discuss deals related to trade into Asia. We welcome any introductions and enquiries that might be mutually beneficial.
Peter is hosting the Inversion Investor podcast on Sept 11th-12th as part of
Critical Minerals & Energy Investment North America Conference.
Click for details and to submit your Qs to our esteemed guests!
Contact Peter Pham to discuss research, asset management services and trade & investment opportunities.
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